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Our Vision
 
 

Advanced

  • Tax analysis and strategy

  • Connection and Collaboration with Professionals in areas of need                                              (estate planning, taxes, business planning, etc.)

  • Quarterly Check-Ins (your preferred meeting engagement)

  • Retirement analysis and planning

  • Business account audits (buy/sell, 401k, health insurance, etc.)

  • Annual review meeting

  • Semi-annual check-in (conference call / FaceTime)

  • Client appreciation events

  • PLUS ALL OF THAT!

 

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Basic

  • Personal Financial Website                                                                                                    (Provides budgeting tools and aggregation of accounts)

  • Risk Analysis

  • Needs Analysis

  • Future projections and suggestions

  • Annual investment account review

  • Annual review meeting

  • Semi-annual check-in (conference call / FaceTime)

 

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While our desire is to have a close relationship with all of our clients, we understand that a financial planning fee isn't for everyone. If you know what you want and simply need some objective advice- we'll help make that simple too. You can send your information to us in advance, schedule a call/meeting.facetime with an advisor to review your options, and make a decision. No drawn-out processes and meetings. Did you just have a baby? Feel it's time to consider life insurance? No problem.  What about all of you who just started a new job? Need advice on how to manage your old 401k? Let us help!

 

OUR SOCIETY

Jim Cooney,

CFP ® FSCP ® 

CERTIFIED FINANCIAL PLANNER™ Professional

Financial Services Certified Professional

Tel: 646-647-2175

cooney@simplesocietynyc.com

Stephen Sabo,

CEO/Founder

Tel: 848-250-7064

sabo@simplesocietynyc.com

Matt Pollock,

Director of Talent Acquisition

Tel: 646-647-2144

mpollock@ewsnyc.com

 

  “Securities and Investment Advisory Services are offered through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 2 Park Ave, Suite 300 New York, NY 10016. Simple Society and other listed entities are not affiliated with HTK.” 212-697-1355. 2082624AL_AUG20 

© 2023 Simple Society.